General

The General tab in the Document Class Options dialog box enables you to configure the document class name, the connection to the repository the documents will be sent to, and the initial value of the count token.

Document Class Name: Type the name for the document class.

Connection Information: You can update or change the settings for the Laserfiche repository where documents assigned to that document class will be sent. Your repository, server, and type of authentication are displayed under Connection Information. Here, you can also update the latest information from the Laserfiche repository or associate the document class with a different repository.

• Refresh: When you click Refresh, the latest settings for the Laserfiche Repository will be reflected in the document class settings in Quick Fields.

  Example: Leslie has a document class already configured in Quick Fields. As an administrator, she opens the Administration Console and logs into the repository Quick Fields is connected to. She adds a field to the template associated with the document class, creates two new tags, and changes the default volume associated with that folder. When she clicks Refresh, all these settings will be reflected in Quick Fields for that document class.

• Migrate: Click Migrate to send the documents in a document class to a different repository from the one originally associated with that document class, or to change the user logged into the repository associated with the document class. If the migration to a new repository produces conflicts, you will be prompted to resolve them. For example, if templates or fields associated with the document class are not found in the new repository, you will be prompted to choose a new template or decide which fields to keep as independent fields.

  Note: You can migrate multiple document classes at one time. Laserfiche Cloud connections are supported.

Count Token: The Count is the total number of documents scanned in a particular document class. It does not reset when you close the Quick Fields session. The Count is stored in a token, so you can use it to populate metadata and other information, such as naming the document, filling out a field, or identifying the document as belonging to a particular document class. The default starting value is 1. To change it, specify a different starting value next to Initial value.

Note: You can format the count by adding leading zeroes to the starting value. For example, if you select a starting value of 0007, the next documents will be assigned values of 0008, 0009, 0010, etc. Using this formatting can make it easier to sort documents numerically when they are in the repository.

Example: Brian configures a default document name with the word Invoice and the Count token, and sets the starting value to 0020. The default document name looks like Invoice %(Count). When the documents are scanned, the Count token will be replaced with numbers indicating the document's place among all documents scanned: Invoice 0020, Invoice 0021, and so on.